Don C. Megliola -
Senior Managing Director
Don is a Co-founder of Fulcrum Securities, Inc. and currently serves as a Principal of the Firm as well as the President of Fulcrum Advisory Services. He moved to the Washington, D.C. area upon graduating cum laude from Cornell University with a B.S. in Business and Finance. In 1997, he began his career as an Investment Professional at Prudential Securities Inc., under the leadership of J. Patrick Kearns. Then, in 2002, he opened his own retirement planning practice in Reston, Virginia and has spent the past four years running an independent practice through ING Financial Partners. Don has finally reunited with his long time colleague and mentor Pat Kearns here at Fulcrum.
Both experiences have given him a clear view of the landscape of the financial services industry from the perspective of the large Wall Street firm and the independent advisory channel. In both scenarios, his clients' need for objective financial advice without any proprietary influence has always been of paramount importance. Because of his background in strategic management consulting, Don is able to apply that experience to his client advisory process. In addition, his clients benefit from his customized advice and plans in the accumulation, protection, and preservation of their retirement wealth.
Don played four years of college soccer for Cornell, and currently serves on the Executive committee for the men's program. He has also spent time locally coaching youth teams. A black belt in Shao Lin Kung Fu, Don enjoys a proper balance in his life. He and wife Amanda enjoy their two children, Don Thomas and Ella and currently live in Potomac Falls, Virginia.
If you are interested in additional information, Don can be reached by email or contacted by telephone:
| Direct Line: | 703-476-0619 |
| Toll free: | 888-883-4426 |
| Fax: | 703-476-0613 |
| 11130 Sunrise Valley Drive | |
| Suite 206 | |
| Reston, Virginia 20191 | |
| Email: | don@fulcrumsecurities.com |
Ellen M. Wirth -
Executive Assistant
Ellen has served Don's clients since January of 2005, and has been an amazing asset to his practice. She has vast experience in providing client service and has a strong operational background. Ellen efficiently handles all administrative and support functions for Don and brings a fresh energy to the office. She thrives in her role, and adds to the highly personal level of client service Don has made paramount to his retirement planning practice. Ellen assures that the needs of his clients are met and their investment business is processed and serviced in a professional and timely fashion.
Ellen is originally from Long Island, New York, and currently resides locally in Maryland. She has spent most of her life involved in modern dance and ballet, and is an avid racing fan.
| Direct Line: | 703-476-0600 |
| Email: | emw@fulcrumsecurities.com |
Wealth Advisory Process:
- Initial client meeting to understand financial profile
- Develop personalized investment strategy and plan
- Comprehensive selection of investment tools and programs
- Review, monitor and update plan over time